Macro

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Yield curve mythbuster — part 2

Last week saw both the equity and fixed income markets stay in a narrow trading range,  which was a very welcome sign of stability given the potential dislocating news backdrop…

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Early Q3/19 EPS and tactical view

We have been meeting with Institutional, Family Office, and Household investors around the world over the past few weeks, and can only conclude that nearly everyone is nervous and in…

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Impeachment brain cramp

With impeachment rhetoric against President Trump picking up steam today, it begs the question: What could this potentially mean for the market?

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